Operations Specialist

Job Summary

A company is looking for an Asset Administration, Operations Specialist.

Key Responsibilities:

• Review and update client account information, including monthly valuation data and asset statuses
• Identify and assess client submissions to ensure compliance
• Maintain records of client submissions, process requests, and file documents according to company procedures

Required Qualifications:

• Knowledge of IRS Regulations for retirement accounts and qualified plans
• Proficiency with Microsoft Office
• Ability to identify process improvements and efficiencies
• Self-motivated and resourceful with the ability to work under pressure
• Experience in maintaining organized records and managing time effectively